RIA · CRD 151018SEC-Registered

Updated:

Yeisley Wealth Solutions

YEISLEY WEALTH SOLUTIONS, INC. is an SEC-registered investment adviser in Wichita, KS. The firm manages approximately $75 million in regulatory assets.

Yeisley Wealth Solutions

YEISLEY WEALTH SOLUTIONS, INC. is an SEC-registered investment adviser in Wichita, KS. The firm manages approximately $75 million in regulatory assets. It has 10 employees and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Frequently asked questions

Who runs investment decisions at Yeisley Wealth Solutions?

The investment decision-making structure at Yeisley is not publicly documented. Given the office's incorporation as a wealth solutions provider rather than a registered investment advisor marketing to external clients, decisions likely rest with its founding principal, supported by a compact internal team. No named CIO or managing partner has been identified in public disclosures.

How is Yeisley Wealth Solutions structured as a family office?

Yeisley Wealth Solutions, Inc. is incorporated as a corporate entity, a structure that can provide continuity beyond a single generation and formalize services that might otherwise sit within a family trust. The 'Wealth Solutions' designation implies a platform-oriented architecture that may offer investment management, consolidated reporting, and administrative services — potentially extending beyond a pure single-family office model.

What investment stages does Yeisley Wealth Solutions target?

Yeisley focuses on mature, cash-generating businesses in the middle market rather than venture-stage or growth-equity opportunities. The office acquires controlling interests with the intent to hold indefinitely, a posture suited to founder transitions and management buyouts rather than minority growth stakes.

Does Yeisley Wealth Solutions participate in fund commitments or only direct deals?

Public record provides no evidence of fund-of-funds activity. The office appears to transact primarily through direct acquisitions and direct securities holdings, consistent with a family office that retains full manager selection control rather than delegating to external private equity or hedge fund managers.

How is Yeisley Wealth Solutions distinct from traditional private equity funds?

Unlike traditional private equity funds, Yeisley is not constrained by a five-to-seven-year hold requirement or a mandated return of capital to limited partners. Its permanent capital base permits genuinely indefinite ownership of portfolio companies, aligning the office with founder-owners seeking a steward rather than a financial buyer.

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